Head of Investment Strategy, Raymond James Ltd.
Nadeem has over 10 years of capital market experience, including a wealth of experience supporting the Advisory channel. He previously worked in the Investment Strategy Group at CIBC Wood Gundy, where he co-managed six North American equity-only and balanced strategies with top-quartile performance, helping to grow assets under management in the portfolios to over $3 billion across platforms. Prior to joining Raymond James, Nadeem was a Senior Equity Research Associate at RBC Capital Markets where he covered Canadian Consumer Staple, Discretionary and Industrial companies. Nadeem is a CFA charter holder and has earned his MBA from the York University Schulich School of Business.
Senior Equity Specialist & Portfolio Manager
Larbi Moumni is Lead Portfolio Manager on the Raymond James Dividend Plus+, North American Enhanced Yield, Canadian Growth, Canadian Core and US Core Equity portfolios.
Larbi Moumni has been with Raymond James since 2015 and has been directly responsible for equity idea generation and the day-to-day operations of the guided portfolios, and assisting advisors with equity related inquiries. As lead portfolio manager, Larbi is responsible for providing market insights and investment recommendations. Prior to joining Raymond James, Larbi spent one year at JLL as a debt capital markets analyst where he helped place over $300 mln in debt within the commercial real estate industry. Larbi holds a Bachelor of International Business from Carleton University, is a CFA charter holder and a registered portfolio manager.
Vice President, Fixed Income & Currencies
Harvey Libby is Manager of the Fixed Income and the Foreign Exchange desks at Raymond James Ltd., with over 30 years of industry experience. He spent over 20 years on a Fixed Income desk trading Provincials, Crown, Corporates and Structured Products. In addition, he is currently the corporate bond trader. He joined Raymond James Ltd. in January 2010.
His previous work experience includes Merrill Lynch Canada, Midland Walwyn, Dean Witter Reynolds Canada, and as Executive Director and Manager (Retail Bonds) at CIBC Wood Gundy.
Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.
Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for service model utilized in public practice.
As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high net worth clients towards practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or Green Card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the Tax Manager in Operations and then transferred to Private Client Solutions in 2013.
Prior to joining Raymond James, Debbie gained ten years of experience working in public practice as an expatriate tax manager at a major international accounting firm and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor designation (CRPC®) in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
In her free time, she enjoys relaxing and travelling with her husband, and taking a particular interest in nutrition and fitness methods to age backwards.
CFP, CIM, Financial Planner, Raymond James Ltd.
Margarita is a veteran financial planner specializing in customized planning for affluent individuals and their families. Margarita is a Certified Financial Planner (CFP) professional and holds a Chartered Investment Manager (CIM) designation. She brings more than 13 years of investment management and financial planning experience from a boutique wealth management firm in Vancouver. Margarita’s areas of expertise include: the ongoing management of discretionary accounts as well as complex financial, insurance and estate planning matters.
Margarita brings an unbiased, non-product driven focus to financial planning and wealth management
CFP®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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